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EUSA icon

Palladiem’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Palladiem’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-79,327
Closed -$8.31M – 148
2026
Q1 		$8.31M Sell
79,327
-141
-0.2% -$14.9K 7.93% 2
2025
Q4 		$8.28M Buy
+79,468
New +$8.18M 7.85% 2
2023
Q3 		$6.63M Sell
88,170
-997
-1% -$78.7K 7.16% 2
2023
Q2 		$7.03M Sell
89,167
-39,294
-31% -$2.96M 7.23% 4
2023
Q1 		$9.71M Buy
128,461
+3,420
+3% +$260K 10.35% 2
2022
Q4 		$9.12M Sell
125,041
-3,250
-3% -$236K 9.48% 2
2022
Q3 		$8.57M Sell
128,291
-2,417
-2% -$180K 9% 2
2022
Q2 		$9.23M Buy
130,708
+233
+0.2% +$18K 9.17% 2
2022
Q1 		$11.1M Sell
130,475
-23,544
-15% -$1.98M 9.78% 1
2021
Q4 		$13.8M Buy
154,019
+1,745
+1% +$153K 11.1% 1
2021
Q3 		$12.7M Buy
152,274
+27,467
+22% +$2.36M 10.31% 1
2021
Q2 		$10.5M Buy
124,807
+22,613
+22% +$1.86M 8.52% 2
2021
Q1 		$8.01M Buy
+102,194
New +$7.74M 6.99% 5

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Palladiem's EUSA Position: Q2 2026 in Review

Palladiem sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026, closing a stake of 79,327 shares — an estimated $8.31M sold.

Palladiem first reported a position in EUSA in Q1 2021 and held it in 13 quarters. The position peaked at $13.8M in Q4 2021. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Palladiem reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2026 after selling out during the quarter.
  • Palladiem sold 79,327 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $8.31M.
  • Palladiem first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2021 and held it in 13 quarters.
  • Palladiem's iShares MSCI USA Equal Weighted ETF position peaked at $13.8M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.